Retail Personal Banker II: Consultative Sales & Growth

Fifth Third; Chicago (IL); On-site; USD 44,000 - 70,000; Full time

Job summary

Fifth Third Bank in Chicago, Illinois is seeking a Retail Personal Banker II after completing a 4-8 week onboarding and education program that includes rotations in Operations and Sales & Service. The role emphasizes sales development, relationship building, and promoting a full range of banking products while delivering specialized care to customers.

Candidates will use consultative selling, Financial Needs Assessments, and CAMP tools to reach out to clients, cross-sell to existing customers,

Qualifications

• College degree or work experience providing transferrable skills or combination of education and experience.
• Experience in the financial industry preferred.
• Ability to develop comfort level with sales activities to acquire new consumer household and small business customers and/or cross-sell to established customers.
• Ability to analyze credit and financial information.
• NMLS registration required by employment.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
• Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.

Job description

Fifth Third Bank in Chicago, Illinois is seeking a Retail Personal Banker II after completing a 4-8 week onboarding and education program that includes rotations in Operations and Sales & Service. The role emphasizes sales development, relationship building, and promoting a full range of banking products while delivering specialized care to customers.

Candidates will use consultative selling, Financial Needs Assessments, and CAMP tools to reach out to clients, cross-sell to existing customers,